Think Tank

Global Artificial Intelligence Development Inventory in February

2026-03-02   

In February, the global artificial intelligence (AI) industry showed a trend of accelerating technology landing, continuous capital increase, and rising governance issues. The intensive release of cutting-edge large models accelerates the transition of embodied intelligence from the laboratory to application scenarios; Multiple governments and enterprises continue to increase investment in AI infrastructure; At the same time, AI security risks and governance issues have also received more attention. In February, AI technology accelerated its landing, and the global AI field ushered in a new round of technology intensive releases and application promotion. Chinese AI enterprises performed well and launched several cutting-edge models one after another. Among them, the video generation model Seedance 2.0 released by ByteDance Company quickly attracted attention. Reuters reported that the model has become popular on Chinese social media and has received a lot of discussion and reposting on overseas platforms. According to the statement issued by ByteDance, the model is oriented to professional film and television, e-commerce, advertising and other scene design, and can simultaneously process text, image, audio and video content, thus significantly reducing the production cost of high-quality video content. Industry insiders in the United States point out that Seedance 2.0 has shown outstanding performance in generating videos and may become a turning point in video content creation. During the Spring Festival, Chinese developed humanoid robots also frequently appeared, not only showcasing their dance, martial arts and other movement abilities on the Spring Festival Gala stage alongside actors, but also exploring applications in retail displays, cultural and tourism guides and other scenarios, attracting international media attention. At the 2nd International Forum on Humanoid Robots, Dominic Gorecki, the chairman of the Forum and the chairman of the Swiss Collaborative Robotics Capability Center, stated in his opening speech that humanoid robots are at a critical stage of transitioning from laboratory research to industrial applications, and cross industry collaboration will become an important path to promote the implementation of technology. In February, American AI companies also released multiple cutting-edge models intensively. For example, OpenAI has launched GPT-5.3-COdex, and Google has released the Gemini 3.1 Pro model. From the public information of various companies and feedback from industry tests, it can be seen that different models exhibit differentiation in their ability focus. For example, the Gemini model emphasizes complex reasoning more, while the GPT series maintains strong competitiveness in general tasks and tool calls. This also indicates that the competition among cutting-edge models is shifting from "single ranking to high and low" to "competing for advantages in different dimensions". Multiple countries continue to increase their investment in AI infrastructure in February, with governments and enterprises from multiple countries continuously increasing their investment in AI related infrastructure construction. American entrepreneur Elon Musk announced on February 2nd that SpaceX has acquired artificial intelligence company xAI, merging his two companies into one. Musk said that this move will integrate resources such as AI, rockets, satellite Internet and direct connected mobile device communications to create the most ambitious and most vertically integrated innovation engine. According to Musk, relying solely on ground infrastructure is difficult to meet the huge demand for electricity from AI in the long run. Space based data centers and AI deployment are important expansion directions in his vision. Reuters cited data from the London Stock Exchange Group, stating that this transaction has set a new global record for the size of mergers and acquisitions. According to an analysis report released by Bridgewater Investment in February, American tech giants Alphabet, Amazon, Metaverse Platform, and Microsoft are expected to invest a total of approximately $650 billion this year to expand AI related infrastructure, a significant increase from $410 billion in 2025. Indian Minister of Electronics and Information Technology Ashwini Vaishinao revealed on February 17th that India hopes to attract up to $200 billion in data center related investments in the coming years to promote the construction of its AI infrastructure and industrial development. On February 24th, Arabian Gulf Investment Group announced that it has signed a strategic memorandum of understanding with DanaCloud, a cloud computing and data center enterprise headquartered in South Korea, to build modular data centers and cloud infrastructure adapted to AI applications in the Middle East, with a potential total investment of up to $50 million. AI security and governance have attracted much attention, and the prevention of malicious AI risks has become a core issue of concern for enterprises and regulatory agencies in many countries around the world. The report "The Global Intelligence Crisis of 2028" released by the independent research firm Sitrini Research on February 22 describes a dystopian economic scenario from a retrospective perspective of June 2028: positive AI applications initially drove record breaking corporate profits, but due to the massive replacement of jobs by AI, corresponding layoffs will hollow out the US consumer base, ultimately evolving into a systemic financial crisis. After the report was released, it sparked heated discussions and caused some people to panic about AI. The short-term selling and market revaluation of some European and American technology stocks are believed to be related to it. The "2026 Data Threat Report" released by French company Thales on February 25th pointed out that 70% of the surveyed institutions place AI related risks among important data security issues. The report states that the industry is not only concerned about malicious AI itself, but also about the excessive access privileges that AI gains when it transforms from a tool to a trusted 'insider'. At the same time, AI governance has become an important topic at multiple international summits. In mid February, the India Artificial Intelligence Impact Summit was held in New Delhi, focusing on topics such as how to build secure, trustworthy, and accessible AI technologies. In addition, the World Summit of Top Scientists held in Dubai, United Arab Emirates from February 1st to 3rd also listed AI and machine learning as one of the important agendas, reflecting the international community's continued attention to AI governance, ethical norms, and security mechanism construction. Equally noteworthy is that OpenAI CEO Sam Altman announced at the end of February that he had reached an agreement with the US Department of Defense to deploy the model into its classified network. On February 3rd, the UK Information Regulatory Authority and the UK Communications Authority respectively issued statements stating that they are investigating the abuse of the AI chatbot "Glock" from the perspectives of data protection and platform security, in accordance with different laws. The two institutions stated that they will work closely with each other and other international regulatory agencies to ensure public safety and privacy. (New Society)

Edit:Luoyu Responsible editor:Wang Xiaojing

Source:XinhuaNet

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